Evoke Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
15,301
+3,143
| +26% | +$419K | 0.05% | 143 |
|
|
2025
Q1 | $1.57M | Buy |
12,158
+42
| +0.3% | +$5.42K | 0.04% | 155 |
|
|
2024
Q4 | $1.55M | Buy |
12,116
+8
| +0.1% | +$1.02K | 0.04% | 154 |
|
|
2024
Q3 | $1.55M | Buy |
+12,108
| New | +$1.55M | 0.04% | 149 |
|
|
2024
Q2 | – | Sell |
-10,161
| Closed | -$1.23M | – | 393 |
|
|
2024
Q1 | $1.23M | Buy |
+10,161
| New | +$1.23M | 0.04% | 155 |
|
|
2023
Q4 | – | Sell |
-9,701
| Closed | -$1M | – | 366 |
|
|
2023
Q3 | $1M | Buy |
9,701
+4
| +0% | +$413 | 0.04% | 177 |
|
|
2023
Q2 | $1.03M | Sell |
9,697
-956
| -9% | -$101K | 0.04% | 160 |
|
|
2023
Q1 | $1.12M | Buy |
10,653
+1,208
| +13% | +$127K | 0.04% | 151 |
|
|
2022
Q4 | $1.02M | Sell |
9,445
-2,955
| -24% | -$320K | 0.04% | 160 |
|
|
2022
Q3 | $1.18M | Buy |
12,400
+1,005
| +9% | +$95.4K | 0.05% | 140 |
|
|
2022
Q2 | $1.16M | Buy |
11,395
+56
| +0.5% | +$5.7K | 0.04% | 148 |
|
|
2022
Q1 | $1.27M | Buy |
11,339
+39
| +0.3% | +$4.38K | 0.04% | 154 |
|
|
2021
Q4 | $1.27M | Buy |
11,300
+1,449
| +15% | +$162K | 0.04% | 155 |
|
|
2021
Q3 | $1.02M | Buy |
9,851
+47
| +0.5% | +$4.86K | 0.04% | 169 |
|
|
2021
Q2 | $1.03M | Buy |
9,804
+47
| +0.5% | +$4.92K | 0.04% | 173 |
|
|
2021
Q1 | $986K | Buy |
9,757
+43
| +0.4% | +$4.35K | 0.04% | 157 |
|
|
2020
Q4 | $889K | Buy |
9,714
+57
| +0.6% | +$5.22K | 0.06% | 105 |
|
|
2020
Q3 | $782K | Buy |
9,657
+55
| +0.6% | +$4.45K | 0.06% | 101 |
|
|
2020
Q2 | $756K | Buy |
9,602
+67
| +0.7% | +$5.28K | 0.07% | 82 |
|
|
2020
Q1 | $675K | Buy |
9,535
+54
| +0.6% | +$3.82K | 0.1% | 76 |
|
|
2019
Q4 | $840K | Buy |
9,481
+1,441
| +18% | +$128K | 0.11% | 86 |
|
|
2019
Q3 | $713K | Buy |
+8,040
| New | +$713K | 0.09% | 118 |
|